Tru Independence Asset Management 2’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $455K | Buy |
+8,498
| New | +$455K | 0.46% | 43 |
|
|
2022
Q3 | $502K | Sell |
9,918
-398
| -4% | -$20.1K | 0.53% | 31 |
|
|
2022
Q2 | $543K | Sell |
10,316
-772
| -7% | -$40.6K | 0.45% | 32 |
|
|
2022
Q1 | $605K | Buy |
11,088
+5
| +0% | +$273 | 0.35% | 39 |
|
|
2021
Q4 | $642K | Buy |
11,083
+11
| +0.1% | +$637 | 0.34% | 56 |
|
|
2021
Q3 | $641K | Sell |
11,072
-262
| -2% | -$15.2K | 0.45% | 47 |
|
|
2021
Q2 | $662K | Sell |
11,334
-151
| -1% | -$8.82K | 0.45% | 47 |
|
|
2021
Q1 | $663K | Buy |
11,485
+104
| +0.9% | +$6K | 0.52% | 49 |
|
|
2020
Q4 | $663K | Buy |
+11,381
| New | +$663K | 0.56% | 42 |
|